Market & Financial Analysis
31 - 05 - 2026
US sanctions Indian firm as energy fight widens
India has no blocking statute that would shield local firms from foreign sanctions in the way some other jurisdictions do, which makes its private sector more vulnerable to secondary pressure
31 - 05 - 2026
DXC bets on engineering-led AI push as enterprise demand shifts
Tech buyers are now less interested in AI slogans than in whether a vendor can integrate, secure and run these systems in live environments without breaking them
30 - 05 - 2026
IndiGo braces for muted Q1 capacity growth amidst West Asia turmoil
The carrier is leveraging strong ticket demand to offset a weaker rupee and expensive jet fuel, even as capacity growth slows to a modest 3–4 per cent.
29 - 05 - 2026
Brokerages bet on Ashok Leyland’s resilience amid macroeconomic speed bumps
While structural demand drivers like infrastructure projects and a vital fleet replacement cycle keep major brokerages optimistic about the commercial vehicle giant, near-term challenges around persistent commodity inflation and global logistical hurdles prevent an outright bullish outlook.
28 - 05 - 2026
India toll collection growth to slow to 5-7% on West Asia friction
Geopolitical disruptions are set to temporarily dampen near-term commercial freight traffic, but long-term asset credit profiles remain insulated
24 - 05 - 2026
Rubio’s India visit spotlights energy diplomacy
US Secretary of State Marco Rubio’s talks with Prime Minister Narendra Modi on Saturday underlined how the Iran war is rippling well beyond the Middle East, turning India’s energy security into a test of geopolitical alignment. During a meeting on Saturday, part of Rubio’s four-day visit to India, the US secretary of state said the …
11 - 05 - 2026
India’s GDP growth hits 8% in Q1, but headwinds loom: BMI
Strong domestic demand and recent tax reforms have propelled India’s economy to an 8% YoY expansion, though rising energy costs and a below-normal monsoon are expected to temper momentum in the fiscal
10 - 05 - 2026
SBI to sustain domestic NIMs above 3%, RoA over 1% in FY27: MOSL
For the fourth quarter of FY26, the bank reported a net profit of ₹19,680 crore, a 5.6% year-on-year (YoY) rise compared with the same period last year.
06 - 05 - 2026
Indian hotels sector faces muted March as geopolitical tensions weigh
ICICI Securities reiterates buy ratings on Indian Hotels, ITC Hotels, Leela Palaces Hotels & Resorts, Chalet Hotels, Lemon Tree Hotels, and Brigade Hotel Ventures
04 - 05 - 2026
HUL turnaround is real as rural demand revives: ICICI Securities
Rural markets have shown resilience, and for the first time in two years, volume growth is outpacing value growth in several core categories.